Goodhaven Capital Management LLC

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Goodhaven Capital Management LLC
CRD #156032
SEC #801-72093
CIK #0001542300
AUM $434.7 M (2025-03-25)
Employees 5 (40% Investors, 0% Brokers)
Phone305-677-7650
Address374 Millburn Avenue
Millburn, NJ 07041
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($M)
80064048032016002011201620212026
CIK Period
0001542300
Sector Form 13F Holdings Value ($M)
Leucadia National Corp 24.2
Alphabet Inc 23.5
Bank of America Corp /DE/ 20.1
Builders Firstsource Inc 19.9
KKR & Co LP 16.1
Progressive Corp/Oh/ 15.3
Devon Energy Corp/DE 14.2
Brookfield Asset Management Inc 14.0
Ace Ltd 12.6
Vitesse Energy Inc 12.2
Arrow Electronics Inc 11.3
Markel Corp 5.8
Asbury Automotive Group Inc 5.6
Hess Midstream LP 5.2
Guild Holdings Co 3.0
J P Morgan Chase & Co 2.3
Toll Brothers Inc 1.9
Camden Property Trust 1.0
Systemax Inc 0.9
LOAR Holdings Inc 0.9
Brookfield Asset Management Ltd 0.3
Alphabet Inc 0.2
Brookfield Asset Management Reinsurance Partners Ltd 0.0
 
 
 
 
 
 
 
 
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Type Form D Funds Date Sold ($M) AUM ($M)
HF GH Opportunity Fund LP [2024-03-27] 11.7 11.8
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 41 8.5
(b) Individuals (high net worth individuals) 25 104.3
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 1 289.6
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 1 11.8
(g) Pension and profit sharing plans 0 8.7
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 11.9
(n) Other 0 0.0
Total 71 434.7
By Discretionary
Discretionary 71 434.7
Non-Discretionary 0 0.0
Total 71 434.7
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 434.7
Total 71 434.7
Form D Directors # Filings # Firms 2011 - 2025
Larry Pitkowsky 1
GH Opportunity Fund GP LLC 1
EDGAR Form CIK 2011 - 2025
13F-HR [0001542300]
SC 13G [0001542300]
Form 13D/13G Filer Form 13D/13G Subject Filed
Goodhaven Capital Management LLC Walter Investment Management Corp [2016-02-16]
Goodhaven Capital Management LLC Walter Investment Management Corp [2015-02-11]
Comparable Firms State AUM ($B)
One Oak Capital Management LLC
NY 0.4
LDR Capital Management LLC
NY 0.4
Defender Capital LLC
NC 0.4
Reservoir Operations LP
NY 0.4
Gardner Lewis Asset Management LP
PA 0.4
Valueworks LLC
NY 0.4
Venator Management LLC
PA 0.4
Gables Capital Management Inc
FL 0.4
Lavaca Capital LLC
TX 0.4
Taylor Hoffman Capital Management LLC
VA 0.4
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